Event Date: 04/29/2025

Trusts and Estates: The What, Why & How of Wealth Preservation

Financial Literacy

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Location: Virtual

Date: April 29, 2025

Time: 12:00 PM – 12:30 PM (CT)

_{10a PT | 11a MT | 1p ET}

Join Cresset’s Family Governance and Education team for an insightful Financial Literacy Month webinar featuring Managing Director, Head of Wealth Strategy, Anne Paape. This session will explore the fundamentals of estate planning, the roles of grantors, trustees, and beneficiaries, and how trust funds work as tools for wealth preservation. Whether you’re looking to understand estate planning basics or navigate family wealth with confidence, this discussion will provide valuable insights. The webinar will conclude with a Q&A, allowing you to ask questions and learn best practices in protecting and passing down wealth effectively.

About Anne Paape, J.D.

Anne Paape serves as Managing Director and Senior Fiduciary Counsel of Cresset Trust Company. In this role, she advises the trust company in all aspects of trust, fiduciary, regulatory, and legislative matters. She also serves as a Wealth Strategist and works alongside Cresset’s Wealth Advisory team to provide internal guidance to clients in the areas of estate, gift, trust, and wealth transfer. Anne leverages over 20 years of experience as a trust and estate attorney.

Anne previously served as Partner at a large Minneapolis-based law firm, where her practice included high net-worth estate planning, estate and gift tax planning, closely held business succession planning, tax controversies, and trust and estate litigation.

She is actively engaged with a variety of civic and charitable organizations including the Guthrie Theater, Juxtaposition Arts, and 21/64.

Featuring

Anne Paape, J.D.

Managing Director, Head of Wealth Strategy

Hosted By

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Cresset refers to Cresset Capital Management, Peakline Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the names of Cresset Sports & Entertainment and CH Investment Partners, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Peakline Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC, and Peakline Partners, LLC, are SEC registered investment advisors.